EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$943M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,732
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.23M
3
+$4.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.71M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$3.62M

Top Sells

1
+$4.04M
2
+$1.88M
3
+$1.18M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$914K
5
VT icon
Vanguard Total World Stock ETF
VT
+$751K

Sector Composition

1 Technology 10.56%
2 Financials 6.57%
3 Consumer Discretionary 6.45%
4 Industrials 4.63%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$18.7K ﹤0.01%
232
-517
1152
$18.6K ﹤0.01%
570
1153
$18.6K ﹤0.01%
619
-840
1154
$18.6K ﹤0.01%
2,609
+2,557
1155
$18.5K ﹤0.01%
94
+30
1156
$18.4K ﹤0.01%
437
1157
$18.4K ﹤0.01%
425
-65
1158
$18.4K ﹤0.01%
702
+6
1159
$18.3K ﹤0.01%
248
-51
1160
$18.3K ﹤0.01%
328
-97
1161
$18.3K ﹤0.01%
2,755
+698
1162
$18.3K ﹤0.01%
351
+2
1163
$18.2K ﹤0.01%
107
1164
$18.2K ﹤0.01%
2,038
1165
$18K ﹤0.01%
2,106
1166
$18K ﹤0.01%
570
+225
1167
$18K ﹤0.01%
790
+404
1168
$17.8K ﹤0.01%
6,146
-8,145
1169
$17.8K ﹤0.01%
236
-43
1170
$17.7K ﹤0.01%
785
1171
$17.7K ﹤0.01%
187
-4
1172
$17.7K ﹤0.01%
1,800
1173
$17.5K ﹤0.01%
155
+3
1174
$17.4K ﹤0.01%
68
+13
1175
$17.4K ﹤0.01%
786
-2,122
45 46
47
48 49